SPA
Sentinel Pension Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
28,416
+381
| +1% | +$31.9K | 0.4% | 35 |
|
|
2025
Q1 | $2.24M | Sell |
28,035
-113
| -0.4% | -$9.02K | 0.41% | 33 |
|
|
2024
Q4 | $2.28M | Sell |
28,148
-1,799
| -6% | -$146K | 0.42% | 34 |
|
|
2024
Q3 | $2.49M | Sell |
29,947
-3,142
| -9% | -$261K | 0.48% | 32 |
|
|
2024
Q2 | $2.58M | Buy |
33,089
+243
| +0.7% | +$19K | 0.54% | 29 |
|
|
2024
Q1 | $2.5M | Sell |
32,846
-148
| -0.4% | -$11.3K | 0.54% | 29 |
|
|
2023
Q4 | $2.32M | Sell |
32,994
-983
| -3% | -$69.1K | 0.55% | 29 |
|
|
2023
Q3 | $2.16M | Buy |
33,977
+419
| +1% | +$26.6K | 0.53% | 32 |
|
|
2023
Q2 | $2.24M | Sell |
33,558
-716
| -2% | -$47.7K | 0.54% | 31 |
|
|
2023
Q1 | $2.13M | Sell |
34,274
-208
| -0.6% | -$12.9K | 0.54% | 32 |
|
|
2022
Q4 | $2.08M | Buy |
34,482
+2,102
| +6% | +$127K | 0.65% | 30 |
|
|
2022
Q3 | $1.75M | Sell |
32,380
-1,562
| -5% | -$84.2K | 0.61% | 29 |
|
|
2022
Q2 | $1.95M | Buy |
33,942
+3,755
| +12% | +$215K | 0.65% | 29 |
|
|
2022
Q1 | $1.92M | Buy |
30,187
+2,660
| +10% | +$169K | 0.65% | 32 |
|
|
2021
Q4 | $1.81M | Sell |
27,527
-3,454
| -11% | -$227K | 0.57% | 32 |
|
|
2021
Q3 | $1.82M | Sell |
30,981
-15,481
| -33% | -$911K | 0.62% | 28 |
|
|
2021
Q2 | $2.77M | Sell |
46,462
-89,535
| -66% | -$5.34M | 0.97% | 22 |
|
|
2021
Q1 | $6.61M | Buy |
135,997
+26,129
| +24% | +$1.27M | 2.43% | 12 |
|
|
2020
Q4 | $5.93M | Buy |
109,868
+7,095
| +7% | +$383K | 2.17% | 12 |
|
|
2020
Q3 | $5.09M | Buy |
102,773
+8,975
| +10% | +$445K | 1.97% | 15 |
|
|
2020
Q2 | $4.27M | Buy |
93,798
+3,558
| +4% | +$162K | 1.78% | 14 |
|
|
2020
Q1 | $3.51M | Buy |
90,240
+22,404
| +33% | +$872K | 1.71% | 15 |
|
|
2019
Q4 | $3.29M | Buy |
+67,836
| New | +$3.29M | 2.14% | 8 |
|